On 30

A lot of time and energy is being spent on what the demand curve is going to look like when people start coming back.

I've seen a lot of models, and the reality is, I just don't think we know.

Sure there is a ton of pent up demand, but how many people still need that procedure? Have people been able to do rehab and rest, and not go into work which aggravates the issue?

I'm not saying everyone is magically cured, but it's proving quite difficult to figure out what the demand curve is going to look like after this. Most agree it will jump back up, but how quickly, and how far back down will it come after the spike, no one knows.

It will be interesting. Will the rural facilities be able to keep the lights on long enough and weather than demand spike? If I knew for certain, I'd be retiring very soon.